Financial Planning 
Mobile: 07772 195329 
Office: 02476 011704 
 
 
 
 
Investment Planning 
 
Whether saving on a regular basis or investing a lump sum, investment planning is about ensuring that our client’s money is invested in accordance with their specific objectives, attitude to investment risk and capacity for loss, and timescales. 
 
There can be a multitude of reasons that clients wish to invest, from school fees planning, to supplementing their retirement provision. Whatever the goal, it is important that money is invested wisely and we follow a doctrine of diversification across many different asset types. 
 
Taking account of both a client’s tax position and the tax treatment of any given investment also plays a key role in the advice that we provide. 
 
The list of available investments is extensive and includes; 
 
ISAs 
General Investment Accounts 
Investment Bonds 
Venture Capital Trusts (VCTs) 
Enterprise Investment Schemes (EIS) 
 
We also take account of any ethical investment criteria that our clients have and can recommend the most appropriate solution in these circumstances. 
 
 
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